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WisdomTree Europe Hedged Equity Fund

184 hedge funds and large institutions have $586M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

2% more funds holding

Funds holding: 180184 (+4)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less capital invested

Capital invested by funds: $591M → $586M (-$5.36M)

36% less call options, than puts

Call options by funds: $82K | Put options by funds: $128K

40.24% less ownership

Funds ownership: 82.8%42.56% (-40%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
57
Reduced
57
Closed
9
Calls
$82K
Puts
$128K
Net Calls
-$46K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$131M -$3.97M -98,451 -3%
Bank of America
2
Bank of America
North Carolina
$49.2M -$157K -3,890 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$47.4M +$646K +16,024 +1%
UBS Group
4
UBS Group
Switzerland
$46.6M -$382K -9,473 -0.8%
PC
5
Permanens Capital
New York
$31.4M +$13.7M +339,888 +75%
Jane Street
6
Jane Street
New York
$19.2M +$1.34M +33,302 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$17.1M +$4.72K +117 +0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.7M -$878K -21,773 -5%
Wells Fargo
9
Wells Fargo
California
$15M +$390K +9,675 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.13M -$3.27M -80,954 -26%
JP Morgan Chase
11
JP Morgan Chase
New York
$9.02M +$1.46M +36,266 +19%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.07M +$3.99M +98,879 +94%
LPL Financial
13
LPL Financial
California
$8M +$631K +15,648 +8%
KAH
14
Kathryn A. Hall
$7.97M
Citadel Advisors
15
Citadel Advisors
Florida
$7.54M +$4.74M +117,441 +160%
SWP
16
Stratos Wealth Partners
Ohio
$7.2M +$521K +12,918 +8%
ACIM
17
Azimuth Capital Investment Management
Michigan
$7.18M -$8.47K -210 -0.1%
PPP
18
Private Portfolio Partners
New Jersey
$6.99M +$125K +3,102 +2%
CCM
19
Condor Capital Management
New Jersey
$6.34M +$31.7K +785 +0.5%
CI
20
Conning Inc
Connecticut
$5.69M
RJA
21
Raymond James & Associates
Florida
$5.19M +$55.9K +1,386 +1%
VWM
22
Valley Wealth Managers
New Jersey
$5.02M +$5.13M +127,127 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$4.86M +$4.56M +113,134 +1,515%
RJT
24
Raymond James Trust
Florida
$4.43M
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3M -$218K -5,394 -5%